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Portfolio (Quarterly) Guide ↗

Charter Oak Capital Management, LLC

· CIK 0001810720
13F Portfolio $1.3B AUM 211 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 69 Added 91 Reduced 4 Exited
Page 1 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 492,966.0 $337.7M 25.75% -14K -2.8% $684.94 +8.9%
2 VXF VANGUARD INDEX FDS 358,062.0 $74.9M 5.71% -4K -1.1% $209.12 +9.3%
3 BSV VANGUARD BD INDEX FDS 782,173.0 $61.6M 4.70% -175K -18.3% $78.81 -1.2%
4 VEU VANGUARD INTL EQUITY INDEX F 513,222.0 $37.8M 2.88% -24K -4.5% $73.56 +12.3%
5 IXUS ISHARES TR 414,803.0 $35.1M 2.68% -22K -5.0% $84.64 +12.4%
6 VOO VANGUARD INDEX FDS 47,931.0 $30.1M 2.29% -531.0 -1.1% $627.12 +8.9%
7 IGSB ISHARES TR 242,991.0 $12.8M 0.98% -19K -7.3% $52.88 -1.1%
8 ACWI ISHARES TR 80,900.0 $11.4M 0.87% -589.0 -0.7% $141.49 +10.0%
9 SUSA ISHARES TR 71,996.0 $10.0M 0.77% -2K -2.6% $139.35 +8.1%
10 ACWX ISHARES TR 135,051.0 $9.1M 0.69% -3K -2.2% $67.13 +12.2%
11 IVW ISHARES TR 67,459.0 $8.3M 0.63% -2K -3.4% $123.26 +10.8%
12 BND VANGUARD BD INDEX FDS 108,579.0 $8.0M 0.61% -18K -14.4% $74.07 -1.5%
13 ESGV VANGUARD WORLD FD 52,977.0 $6.4M 0.49% -2K -4.1% $120.96 +8.3%
14 SPY SPDR S&P 500 ETF TR Financial Services 6,548.0 $4.5M 0.34% -271.0 -4.0% $681.97 +8.9%
15 VUG VANGUARD INDEX FDS 9,094.0 $4.4M 0.34% -642.0 -6.6% $487.87 -82.1%
16 VIG VANGUARD SPECIALIZED FUNDS 17,585.0 $3.9M 0.29% -172.0 -1.0% $219.78 +5.1%
17 IHI ISHARES TR 48,863.0 $3.0M 0.23% -5K -9.6% $62.15 -18.7%
18 SLQD ISHARES TR 57,883.0 $2.9M 0.22% -24K -29.6% $50.70 -0.8%
19 VGK VANGUARD INTL EQUITY INDEX F 33,828.0 $2.8M 0.22% -1K -3.2% $83.61 +6.2%
20 MS MORGAN STANLEY Financial Services 15,824.0 $2.8M 0.21% -262.0 -1.6% $177.53 +12.9%
Page 1 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 18.3%
Healthcare 13.4%
Industrials 6.5%
Consumer Cyclical 6.2%
Communication Services 4.6%
Consumer Defensive 4.3%
Energy 2.1%
Utilities 1.3%
Real Estate 0.4%